iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $21.62 -0.01 (-0.03%) As of 03:14 PM Eastern This is a fair market value price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort Interest Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$2.82MNumber ofInstitutional Sellers(last 12 months)0 Get IYLD Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data IYLD Institutional Buying and Selling by Quarter iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/9/2026NewEdge Advisors LLC1,630$36K0.0%N/A0.030% 8/20/2026 First PREMIER Bank15,785$349K0.1%N/A0.287% 8/20/2026Renasant Bank59,977$1.33M0.8%N/A1.090% 8/20/2026Oarsman Capital Inc.37,310$826K0.1%N/A0.678% 8/20/2026RPg Family Wealth Advisory LLC3,246$72K0.0%N/A0.059% 2/18/2026IHT Wealth Management LLC12,982$278K0.0%+5.6%0.236% 12/23/2025 Triumph Capital Management2,277$48K0.0%N/A0.041% 12/2/2025 IFP Advisors Inc4,106$87K0.0%+923.9%0.075% 11/17/2025 Triumph Capital Management2,277$48K0.0%N/A0.041% 11/4/2025Jones Financial Companies Lllp6,964$148K0.0%+15.9%0.127% Get the Latest News and Ratings for IYLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Morningstar Multi-Asset Income ETF and its competitors with MarketBeat's FREE daily newsletter. 8/14/2025NewEdge Advisors LLC2,803$58K0.0%-19.5%0.051% 7/17/2025 Fifth Third Securities Inc.10,196$212K0.0%N/A0.185% 5/16/2025NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060% 4/17/2025Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174% 2/17/2025Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253% 2/14/2025IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229% 2/12/2025JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397% 2/10/2025Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065% 2/6/2025Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059% 1/17/2025Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216% 11/25/2024Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111% 11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416% 7/15/2024Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255% 10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500% 8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089% 7/26/2023Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235% 7/13/2023Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506% 4/28/2023Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243% 4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156% 2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000% 2/8/2023Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000% 2/1/2023Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000% 1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000% 1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000% 11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000% 10/25/2022Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000% 10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000% 8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000% 8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000% 8/3/2022Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000% Trump’s issues shocking Executive Order on U.S. Dollar (Ad)Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered. Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18. Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system.Read the full breakdown of Executive Order 14178 now IYLD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IYLD shares? During the previous two years, 15 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Renasant Bank ($1.33M), Oarsman Capital Inc. ($826K), JPMorgan Chase & Co. ($460K), First PREMIER Bank ($349K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($278K), and Fifth Third Securities Inc. ($212K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors. Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF's stock? Of the 12 institutional investors that purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Renasant Bank ($59.98K), Oarsman Capital Inc. ($37.31K), First PREMIER Bank ($15.79K), IHT Wealth Management LLC ($11.97K), Fifth Third Securities Inc. ($10.20K), Wilmington Savings Fund Society FSB ($6.60K), and Ameriprise Financial Inc. ($4.72K). How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have bought a total of 127,851 shares in the last 24 months. This purchase volume represents approximately $2.82M in transactions. Related Companies ITDD Major Shareholders ITDC Major Shareholders PQDI Major Shareholders CVY Major Shareholders ITDE Major Shareholders TDSC Major Shareholders SWAN Major Shareholders ITDF Major Shareholders TAIL Major Shareholders CLSM Major Shareholders Institutional ownership data for BATS:IYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published. From Our PartnersWhy tech stocks are deadAI skeptics see dot-com era warning signs, and they have a point. But the real opportunity may not be in the b...Porter & Company | SponsoredYour Social Security check is scheduled for a 22% cutThe U.S. now borrows money just to pay interest on money it already borrowed, a pattern economists call a debt...American Alternative | SponsoredFinancial legend: “This is bad, really bad...”Dr. Martin D. 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